Aigen Investment Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,314
| Closed | -$281K | – | 1022 |
|
|
2023
Q4 | $281K | Buy |
+18,314
| New | +$281K | 0.05% | 513 |
|
|
2023
Q3 | – | Sell |
-13,423
| Closed | -$215K | – | 1095 |
|
|
2023
Q2 | $215K | Sell |
13,423
-11,380
| -46% | -$182K | 0.03% | 596 |
|
|
2023
Q1 | $367K | Buy |
+24,803
| New | +$367K | 0.05% | 379 |
|
|
2021
Q1 | – | Sell |
-14,030
| Closed | -$208K | – | 895 |
|
|
2020
Q4 | $208K | Sell |
14,030
-1,972
| -12% | -$29.2K | 0.03% | 671 |
|
|
2020
Q3 | $217K | Buy |
+16,002
| New | +$217K | 0.03% | 622 |
|
|
2020
Q1 | – | Sell |
-5,705
| Closed | -$90K | – | 1586 |
|
|
2019
Q4 | $90K | Buy |
+5,705
| New | +$90K | 0.01% | 706 |
|